See more Collapse

CASA Relationship Manager

1 month ago

india Waytogo Consultants Full time

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.

Ensures high levels of customer service orientation and application of bank policy.

Cross sells existing bank products to customers.

Informs customers of new products or product enhancements to further expand the banking relationship.

Plans and conducts special sales initiatives and events for prospective and existing clients.

Coordinates with other group companies to provide seamless access to other products.

Maintains complete relationship record for assigned customer accounts.

Tracks customer complaints/queries and turnaround times for customer satisfaction

NISM & IRDA Certifications are Mandate.


Qualifications


  • 4-6 years' of client relationship experience
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills

We have other current jobs related to this field that you can find below

  • Sales Executive

    2 weeks ago

    India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 1-3 yearsSalary - 2 - 3 Lac Per AnnumCity - Multiple Cities in IndiaState/Province - MaharashtraCountry - IndiaZip/Postal Code - 400001- Function: CASA Sales- Grade: Executive/ Sr. Senior Executive- Department: Liabilities KEY RESPONSIBILITIES- Responsible for managing complete life cycle of New Products,...

  • Sales Officer CASA

    1 month ago

    india YES BANK Full time

    ü   Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants ü   Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) ü   Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products ü   Maintaining...

  • Sustainable Architect

    4 hours ago

    india CASA Full time

    Are you passionate about sustainable design and eager to make a real impact? Join CASA and be at the forefront of transforming the construction industry! What’s in it for you: Creative Freedom: Work on cutting-edge sustainable projects that challenge your creativity and expertise. Career Growth: Fast-track your career with mentorship from industry...

  • Bank Officer

    2 months ago

    india AU Small Finance Bank Full time

    Role & Responsibility: Setup meeting according to leads provided by the branch. Meet client and explain about available products. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health...

  • Bank Officer

    2 weeks ago

    india AU Small Finance Bank Full time

    Role & Responsibility: Setup meeting according to leads provided by the branch. Meet client and explain about available products. Opening Saving Account & Current Account with the potential client and lead generated Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health...

  • Casa Sales Officer

    3 weeks ago

    India TMI Group IN Full time

    **Job Information**: - Salary - **₹ 300000 - 400000**- No. of Openings - **450 opening**- Required Skills: - **management skills,sales,communication,corporate sales**- Job Experience: - **1 - 8 years**- Job Qualifications - **Bachelor's Degree** Hiring For Top Bank Position: CASA / Relationship manager **Department **Current Account, Saving Account, &...

  • Relationship Manager

    3 weeks ago

    india Quotient Consultancy Full time

    Opening in one of the reputed bank. Job Description The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data....

  • Deputy Manager _ CASA

    2 months ago

    india Skywings Advisors Private Limited Full time

    Designation: Premier Acquisition Manager (Current Accounts &Saving Accounts)Graduation is Mandatory.Grade: - Assistant Manager / Deputy ManagerKey Responsibilities:1. To acquire customers for Current Accounts & Savings Accounts Products of the bank, from apool of potential individuals, small businesses, trusts associations, societies, and corporates.2. To...

  • Deputy Manager _ CASA

    3 weeks ago

    india Skywings Advisors Private Limited Full time

    Designation: Premier Acquisition Manager (Current Accounts &Saving Accounts)Graduation is Mandatory.Grade: - Assistant Manager / Deputy ManagerKey Responsibilities:1. To acquire customers for Current Accounts & Savings Accounts Products of the bank, from apool of potential individuals, small businesses, trusts associations, societies, and corporates.2. To...

  • Casa Sales Officer

    1 week ago

    India TMI Group IN Full time

    Job Information: Salary₹ - No. of Openings450 opening- Required Skills:management skills,sales,communication,corporate sales- Job Experience:8 yearsJob QualificationsBachelor's DegreeHiring For Top BankPosition: CASA / Relationship managerDepartment Current Account, Saving Account, & Corporate AccountAge max 27 yrsResponsible for business development & to...

  • Associate Relationship Manager-Liabilities

    2 months ago

    india IDFC FIRST Bank Full time

    Role/Job Title:  Associate Relationship Manager-Liabilities Function/Department:  Rural Banking Job Purpose: The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in...

  • Associate Relationship Manager-Liabilities

    3 weeks ago

    india IDFC FIRST Bank Full time

    Role/Job Title:  Associate Relationship Manager-Liabilities Function/Department:  Rural Banking Job Purpose: The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in...

  • Relationship Manager

    4 hours ago

    india HDFC Bank Limited Full time

    Job Role - Relationship Manager Business Unit - Emerging Enterprises Group Location - Yamunanagar, Haryana Responsibilities: Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide...

  • RB-LS:Sales Manager-SA

    1 week ago

    India Axis Bank Full time

    Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and...

  • Merchant Services-me Relationship Officer

    3 days ago

    India HDFC Bank Full time

    Department- ME Sales- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Wholesale RO (152_1419_100159) **Office Location**: Kottayam, Kottayam **Position description**: Merchant Services-ME Relationship...

  • Merchant Services-me Relationship Officer

    1 week ago

    India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Vyapar RO (152_795_100158) **Office Location**: GANDHINAGAR-GUJARAT, GANDHINAGAR-GUJARAT **Position description**: Merchant Services-ME Relationship Officer - Vyapar RO **Primary Responsibilities**: - Relationship Officer will be responsible for ensuring...

  • Merchant Services-me Relationship Officer

    1 week ago

    India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Vyapar RO (152_1191_100158) **Office Location**: Veraval Road, Keshod **Position description**: Merchant Services-ME Relationship Officer - Vyapar RO **Primary Responsibilities**: - Relationship Officer will be responsible for ensuring engagement &...

  • Agency health business

    1 day ago

    india Arting Digital Private Limited Full time

    Job Description Job title: Agency health business   experience: 1-1.5yrs  Budget: 4.5LPA  Location: Ludhiana, Chandigarh work mode: on site  Primary skills: CASA,Mutual funds,broking company  Qualification: any graduation. Roles and Responsibilities:    Business Development:    Develop and execute strategic plans to achieve sales targets and...

  • Merchant Services-me Relationship Officer

    4 weeks ago

    India HDFC Bank Full time

    Department- ME Sales- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Vyapar RO (152_1057_100158) **Office Location**: Niwaroo, Niwaroo **Position description**: Merchant Services-ME Relationship Officer...

  • Merchant Services-me Relationship Officer

    4 weeks ago

    India HDFC Bank Full time

    Department- ME Sales- Job posted on- Feb 02, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - N.A.**Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Vyapar RO (152_1453_100158) **Office Location**: Atmakur-Kurnool, Atmakur-Kurnool **Position description**: Merchant Services-ME...